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Oak Ridge Dynamic Small Cap Fund

ORSAX:US
NASDAQ GM
13.45
USD
0.05
0.37%
As of 11/17/2017
Fund Type
Open-End Fund
52Wk Range
11.45 - 13.66
1 Yr Return
16.28%
YTD Return
11.25%
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Previous Close
13.40
52Wk Range
11.45 - 13.66
1 Yr Return
16.89%
YTD Return
11.25%
Fund Type
Open-End Fund
Objective
Blend Small Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 11/17/2017)
13.45
Total Assets (m USD) (on 11/17/2017)
27.545
Inception Date
09/30/2015
Last Dividend (on 12/12/2016)
0.03481
Dividend Indicated Gross Yield
-
Fund Managers
-
Front Load Fee
5.75%
Back Load Fee
1.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.90%
Expense Ratio
1.40%

Top Fund Holdings

Name Position Value % of Fund
32.69 k 832.94 k 3.28
19.47 k 803.92 k 3.16
728.01 k 728.01 k 2.87
30.01 k 648.52 k 2.55
7.31 k 601.98 k 2.37
7.40 k 580.53 k 2.28
7.19 k 577.36 k 2.27
4.09 k 572.05 k 2.25
21.29 k 562.70 k 2.21
44.09 k 559.50 k 2.20
Profile
Oak Ridge Dynamic Small Cap Fund is an open-end fund incorporated in the USA. The Fund's objective is to seek long-term capital appreciation. The Fund will invest at least 80% of its net assets in equity securities of small capitalization U.S. companies.
Address
Oak Ridge Funds, Inc.
10 South LaSalle Street
Suite 1050
Chicago, IL 60603
Phone
800-407-7298